ELMWOOD WEALTH MANAGEMENT, INC.
Legal name: ELMWOOD WEALTH MANAGEMENT
CRD #165639 SEC #801-110782 BERKELEY, CA 510-858-2722
SEC Registered
Total AUM
$332.6M
Discretionary
$332.6M
Employees
4
Clients
51
Accounts
566
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $332.6M | $332.6M | $0 | 4 | 1 |
| Nov 2025 | $332.6M | $332.6M | $0 | 4 | 1 |
| Oct 2025 | $332.6M | $332.6M | $0 | 4 | 1 |
| Mar 2025 | $332.6M | $332.6M | $0 | 4 | 1 |
| Nov 2024 | $277.2M | $267.2M | $10M | 4 | 1 |
| Aug 2024 | $277.2M | $267.2M | $10M | 4 | 1 |
| Mar 2024 | $277.2M | $267.2M | $10M | 5 | 1 |
| Nov 2023 | $241M | $229.6M | $11.4M | 4 | 2 |
| Jul 2023 | $241M | $229.6M | $11.4M | 4 | 2 |
| Mar 2023 | $241M | $229.6M | $11.4M | 4 | 2 |
| Aug 2022 | $266M | $253.5M | $12.5M | 3 | 4 |
| Jun 2022 | $266M | $253.5M | $12.5M | 3 | 4 |
| Mar 2022 | $266M | $253.5M | $12.5M | 3 | 4 |
| Feb 2022 | $197.1M | $192.3M | $4.8M | 3 | 4 |
| Aug 2021 | $197.1M | $192.3M | $4.8M | 3 | 4 |
| Aug 2021 | $197.1M | $192.3M | $4.8M | 3 | 4 |
| Mar 2021 | $197.1M | $192.3M | $4.8M | 3 | 4 |
| Jun 2020 | $152.3M | $148.3M | $4M | 3 | 8 |
| Apr 2020 | $152.3M | $148.3M | $4M | 3 | 8 |
| Mar 2019 | $145.2M | $138.3M | $6.9M | 3 | 8 |
| Sep 2018 | $144.6M | $139.6M | $5M | 3 | 8 |
| Jul 2018 | $144.6M | $139.6M | $5M | 3 | 8 |
| Mar 2018 | $144.6M | $139.6M | $5M | 3 | 8 |
| Aug 2017 | $125.8M | $125.6M | $122.2K | 3 | 200 |
| Jun 2017 | $212.8M | $119.9M | $93M | 4 | 200 |
DateDec 2025
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees4
Clients1
DateNov 2025
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees4
Clients1
DateOct 2025
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees4
Clients1
DateMar 2025
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees4
Clients1
DateNov 2024
Total AUM$277.2M
Discretionary$267.2M
Non-Disc.$10M
Employees4
Clients1
DateAug 2024
Total AUM$277.2M
Discretionary$267.2M
Non-Disc.$10M
Employees4
Clients1
DateMar 2024
Total AUM$277.2M
Discretionary$267.2M
Non-Disc.$10M
Employees5
Clients1
DateNov 2023
Total AUM$241M
Discretionary$229.6M
Non-Disc.$11.4M
Employees4
Clients2
DateJul 2023
Total AUM$241M
Discretionary$229.6M
Non-Disc.$11.4M
Employees4
Clients2
DateMar 2023
Total AUM$241M
Discretionary$229.6M
Non-Disc.$11.4M
Employees4
Clients2
DateAug 2022
Total AUM$266M
Discretionary$253.5M
Non-Disc.$12.5M
Employees3
Clients4
DateJun 2022
Total AUM$266M
Discretionary$253.5M
Non-Disc.$12.5M
Employees3
Clients4
DateMar 2022
Total AUM$266M
Discretionary$253.5M
Non-Disc.$12.5M
Employees3
Clients4
DateFeb 2022
Total AUM$197.1M
Discretionary$192.3M
Non-Disc.$4.8M
Employees3
Clients4
DateAug 2021
Total AUM$197.1M
Discretionary$192.3M
Non-Disc.$4.8M
Employees3
Clients4
DateAug 2021
Total AUM$197.1M
Discretionary$192.3M
Non-Disc.$4.8M
Employees3
Clients4
DateMar 2021
Total AUM$197.1M
Discretionary$192.3M
Non-Disc.$4.8M
Employees3
Clients4
DateJun 2020
Total AUM$152.3M
Discretionary$148.3M
Non-Disc.$4M
Employees3
Clients8
DateApr 2020
Total AUM$152.3M
Discretionary$148.3M
Non-Disc.$4M
Employees3
Clients8
DateMar 2019
Total AUM$145.2M
Discretionary$138.3M
Non-Disc.$6.9M
Employees3
Clients8
DateSep 2018
Total AUM$144.6M
Discretionary$139.6M
Non-Disc.$5M
Employees3
Clients8
DateJul 2018
Total AUM$144.6M
Discretionary$139.6M
Non-Disc.$5M
Employees3
Clients8
DateMar 2018
Total AUM$144.6M
Discretionary$139.6M
Non-Disc.$5M
Employees3
Clients8
DateAug 2017
Total AUM$125.8M
Discretionary$125.6M
Non-Disc.$122.2K
Employees3
Clients200
DateJun 2017
Total AUM$212.8M
Discretionary$119.9M
Non-Disc.$93M
Employees4
Clients200